THIRD SIGMA INVESTMENT ADVISORS LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $98.8M |
| Discretionary | $68.7M70% of AUM |
| Non-Discretionary | $30.0M |
| Client Accounts | 130 |
| Avg Account Size | $760K |
| Employees | 4 |
| Peak AUM | $117.5MFeb 2022 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $99M | 15.0% | 3.7% | 4.0% | |
| Discretionary AUM | $69M | ||||
Key Metrics
| Total AUM | $98.8M |
| Discretionary | $68.7M |
| Employees | 4 |
| Client Accounts | 130 |
Contact & Location
Address
700 NORTH CLAYTON STREET
WILMINGTON DE 19805
Phone
302-656-1111
Filing History
25 ADV Part 1 submissions
Fee Structure
% of AUM
Advisory Services
Portfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$69M
69.6% of AUM
Non-Discretionary
$30M
30.4% of AUM
Disc. mix ▼ 30.4pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment Adviser